Filer Name: PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK: 1989941
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 163
Portfolio Value: $0.35B

Prevail Innovative Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FLBL US FRANKLIN SENIOR LOAN ETF 522,518 $13M 3.67% 29.3% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 56,180 $10M 2.85% 59.3% -
SPY US SPDR S&P 500 ETF TRUST 16,063 $9M 2.73% 104.1% -
VCIT US VANGUARD INT-TERM CORPORATE 115,752 $9M 2.69% -45.8% -
AVSC US AVANTIS US SMALL CAP EQUITY 168,432 $9M 2.65% 13.9% -
VB US VANGUARD SMALL-CAP ETF 31,362 $8M 2.18% 126.7% -
AMD US ADVANCED MICRO DEVICES 61,221 $7M 2.14% 100.0% -
JEPQ US JPM NASDAQ EQUITY PREMIUM 130,368 $7M 2.13% 11.5% -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 70,557 $7M 2.01% 71.2% -
SLB US SCHLUMBERGER LTD 163,532 $6M 1.82% 133.6% -
NVDA US NVIDIA CORP 46,918 $6M 1.82% 36.6% -
RYLD US GLOBAL X RUSSELL 2000 COV CL 377,416 $6M 1.79% -1.4% -
AAPL US APPLE INC 23,791 $6M 1.72% 219.5% -
COP US CONOCOPHILLIPS 55,705 $6M 1.60% 100.0% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 94,627 $5M 1.58% -35.3% -
CHE US CHEMED CORP 9,723 $5M 1.49% 75.0% -
STWD US STARWOOD PROPERTY TRUST INC 244,381 $5M 1.34% 24.7% -
PFFA US VIRTUS INFRACAP US PREF STCK 210,589 $5M 1.34% 210.7% -
XYLD US GLOBAL X S&P 500 COVE CALL E 109,585 $5M 1.33% 100.0% -
MSFT US MICROSOFT CORP 10,855 $5M 1.32% 20.4% -
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